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Steven Kleyn

Aletheian Wealth Advisors LLC

Bellevue, WA

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Current Employers
Aletheian Wealth Advisors Llc

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-11-23
  • WA RA
    APPROVED
    Since 2021-11-23

Branch Locations

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parametric Seattle WA 11/2015 11/2017
Cornerstone Advisors, Inc. Bellevue WA 11/2017 09/2020
Pathstone Bellevue WA 10/2020 10/2021
Aletheian Wealth Advisors Llc Bellevue WA 10/2021 Present
  • 11/2015 → 11/2017
    Parametric
    Seattle, WA
  • 11/2017 → 09/2020
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 10/2020 → 10/2021
    Pathstone
    Bellevue, WA
  • 10/2021 → Present
    Aletheian Wealth Advisors Llc
    Bellevue, WA
Designations

View on SEC IAPD

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